DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at American Trust Investment Services Advisory, Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| James Campbell Balk | Fortis Capital Advisors, LLC independent RIA | American Trust Investment Services Advisory, Inc. state registered | RIA to a state-registered adviser | Apr 29, 2025 | Jun 24, 2025 (56 d) |
| Levant Miguel Bishop | Chicago Capital Management Advisors, LLC other | American Trust Investment Services Advisory, Inc. state registered | Other | Jan 27, 2023 | Mar 25, 2020 |
| James David Dingle | Lasalle St. Investment Advisors, L.L.C. BD affiliated | American Trust Investment Services Advisory, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 31, 2020 | May 6, 2020 (36 d) |
| James Robert Buiter | American Trust Investment Services, Inc. unclassified | American Trust Investment Services Advisory, Inc. state registered | Other | Apr 1, 2019 | Feb 4, 2019 |
| Daniel Patrick O'Halloran | Lasalle St. Investment Advisors, L.L.C. other | American Trust Investment Services Advisory, Inc. state registered | Other | Dec 31, 2014 | Feb 4, 2019 (1496 d) |
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5 moves match.